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Latest Posts

Leadership

Are You Chasing Excellence or the Spotlight?

Amar Pandit , CFA , CFP

The other day, my colleague Sayok had an interesting conversation. He spoke with a mutual fund distributor Joseph, someone who should be focused on serving clients. But the convers ….Read More

November 5, 2024 | 5 Minute Read

Nano Learning

This is a Must-Make Investment

Amar Pandit , CFA , CFP

Carl Richards said it well: “Being kind is an investment; being mean is an expense.” These words hold deep meaning, especially for us. In a competitive industry, it’s easy to ….Read More

November 1, 2024 | 2 Minute Read

Leadership

What Do You Mean by “Good”?

Amar Pandit , CFA , CFP

“My advisor gave me good returns,” Jo, a prospective client in her sixties said. But what does “good” really mean? This is a question every financial professional should be asking ….Read More

October 29, 2024 | 5 Minute Read

Nano Learning

The Two Options

Amar Pandit , CFA , CFP

Author Haemin Sunim, in his book, “When Things Don’t Go Your Way”, wrote, “Between painful things that are familiar and unfamiliar things that can bring happiness, people o ….Read More

October 25, 2024 | 2 Minute Read

Growth

A Partner’s Gratitude

Amar Pandit , CFA , CFP

The other day, we received an email that filled our hearts with joy. It was from a partner we had worked closely with over the past few months. We had helped him land a prestigious ….Read More

October 22, 2024 | 5 Minute Read

About Amar Pandit

Amar is a CFA Charterholder from CFA Institute, Virginia, USA and a Certified Financial Planner. He is also an alumnus of the Wharton School of the University of Pennsylvania.

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Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. His first one was My Financial Advisor, the happiest and best Private Wealth Management Firm that helps High Net worth Business Owners, Corporate Executives, Doctors and Celebrities to make smart and informed choices about money.
He is currently the Founder of Happyness Factory, a world-class online investment & goal-based financial planning platform through which he aims to help every Indian family save and invest wisely.
He is very passionate about spreading financial literacy and does so through his sharp and analytical columns published regularly in leading financial dailies, publications and portals. He is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books and 700 + columns for various newspapers such as Economic Times, Business Standard, Times of India, DNA, Hindustan Times, Mint, Indian Express and magazines.
He has developed a board game Financial Premier League which is a fusion of cricket and personal finance. Besides this, he has developed Corporate Workshops on Financial Literacy and has developed the first financial literacy program for children between the age group of 5 and 12.

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Amar's Philosophy

The HappyRich Advisor Blog covers the core concepts of wealth management and introduces some profound concepts that even the savviest of you will find useful. Through this blog, Amar envisions sharing his rich experience and wisdom in the simplest way with all advisors so that they can build an awesome firm and make a happy difference in the lives of their clients.

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What's Amar Reading